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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
451
Ashton Thomas Private Wealth
Arizona
$288K -$80.1K -1,682 -22%
MSFS
452
Main Street Financial Solutions
Pennsylvania
$286K – – –
SPWM
453
Schrum Private Wealth Management
Florida
$286K – – –
IWP
454
IAG Wealth Partners
Wisconsin
$285K -$38.4K -806 -12%
OMIC
455
Old Mission Investment Co
Michigan
$280K +$277K +5,820 New
VPW
456
Variant Private Wealth
Virginia
$279K -$286 -6 -0.1%
CFS
457
Commonwealth Financial Services
West Virginia
$279K – – –
OPW
458
Oxler Private Wealth
New York
$276K +$1.62K +34 +0.6%
AA
459
Advisory Advocates
Michigan
$273K -$16.3K -343 -6%
CPC
460
CFC Planning Company
Indiana
$272K +$36.9K +774 +16%
NEWAS
461
N.E.W. Advisory Services
Wisconsin
$272K -$52.9K -1,110 -16%
PFM
462
Peak Financial Management
Massachusetts
$271K – – –
CAG
463
Crestwood Advisors Group
Massachusetts
$271K – – –
MWM
464
Maltin Wealth Management
New Jersey
$271K – – –
PD
465
Planning Directions
Pennsylvania
$270K -$160K -3,357 -37%
CWP
466
Core Wealth Partners
California
$268K -$12.4K -261 -4%
WAM
467
WealthTrust Asset Management
Florida
$264K +$143 +3 +0.1%
KPWG
468
KFA Private Wealth Group
Virginia
$260K -$17.9K -375 -7%
SA
469
Skyline Advisors
Washington
$259K +$810 +17 +0.3%
APP
470
Avantax Planning Partners
Iowa
$258K – – –
UWP
471
Uniting Wealth Partners
Kansas
$257K – – –
WF
472
Whelan Financial
California
$255K – – –
FWA
473
FSM Wealth Advisors
Ohio
$255K – – –
RMP
474
Richards, Merrill & Peterson
Washington
$252K -$9.48K -199 -4%
NP
475
Nilsine Partners
Colorado
$252K – – –
17 18
19
20 21